See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,632 | $102,317+22.8% | $146,958-14.5% | $80,856+55.4% |
| Participation rate | 53.1% | 75.8%-22.7pp | 82.2%-29.0pp | 67.6%-14.5pp |
| Annual return | 8.19% | 134.76%-126.6pp | 418.34%-410.1pp | 35.59%-27.4pp |
| Employer contribution / active EE | $0 | $3,713-100.0% | $4,933-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $2,938 | $6,644-55.8% | $8,070-63.6% | $4,296-31.6% |
| Admin fee / account holder | $102,211 | $7,941+1187.1% | $12,998+686.4% | $6,918+1377.5% |